NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 16,960 $11.2M 1.1% +748 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 16,956 $11.2M 1.25% +344 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,937 $11.2M 1.87% +5,696 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,927 $11.2M 0.77% -2,639 13F-HR/A Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 16,912 $11.2M 1.22% -1,364 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,828 $11.1M 0.19% -22,556 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 16,758 $11.1M 3.35% +940 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 16,733 $11M 1.98% -2,241 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,694 $11M 0.5% -30 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 16,675 $11M 3.21% -2,855 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 16,662 $11M 6.38% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,716 $11M 0.52% +744 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 16,643 $11M 9.13% 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 16,624 $11M 2.33% +8,924 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 16,611 $11M 3.51% -102 13F-HR Timeline ALTA FOX CAPITAL MANAGEMENT, LLC More: the full row for ALTA FOX CAPITAL MANAGEMENT, LLC 16,600 $11M 2.36% 0 13F-HR Timeline Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 16,579 $10.9M 3% +243 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 16,525 $10.9M 0.42% +664 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 16,505 $10.9M 4.21% -5,811 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 16,496 $10.9M 1.8% +245 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,488 $10.9M 0.65% +6,240 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 16,444 $10.9M 0.84% -704 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 16,437 $10.9M 3.49% -357 13F-HR/A Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 16,416 $10.8M 0.25% +25 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 16,369 $10.8M +10,231 Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 16,357 $10.8M 3.11% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,317 $10.8M 1.23% +1,926 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,313 $10.8M 3.23% -1,633 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,296 $10.8M 1.89% -4,207 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 16,281 $10.7M 0.17% +1,613 13F-HR/A Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 16,265 $10.7M 4.66% +445 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 16,259 $10.7M 3.2% +3,587 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,222 $10.7M 4.17% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,215 $10.7M 0.37% +1,386 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 16,196 $10.7M 3.2% +8,592 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 16,154 $10.7M 4.06% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 15,825 $10.6M 1.71% -281 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 16,094 $10.6M 6.02% -69 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,058 $10.6M 0.43% +2,028 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 15,984 $10.6M 2.14% +315 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 15,901 $10.5M 2.03% +2,255 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 15,889 $10.5M 4.54% +1,650 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 15,868 $10.5M 0.42% -53 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 15,859 $10.5M 2.54% -13,166 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,857 $10.5M 0.88% +193 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,856 $10.5M 0.33% +796 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 15,825 $10.4M 7.66% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 15,823 $10.4M 1.31% -979 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 15,799 $10.4M 2.46% -100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,797 $10.4M 0.38% -266 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,786 $10.4M 1.26% -5,134 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,771 $10.4M 0.58% +150 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 15,757 $10.4M 1.32% +347 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 15,742 $10.4M 0.27% +7,662 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,739 $10.4M 0.55% +383 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,302 $10.4M 3.02% -1,091 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 15,681 $10.4M 0.3% -1,646 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 15,681 $10.4M 1.93% -753 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 15,663 $10.3M 1.9% -185 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,649 $10.3M 0.61% +2,240 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 15,633 $10.3M 2.5% -595 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 15,622 $10.3M 3.37% -3,611 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 15,617 $10.3M 0.9% +10 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,601 $10.3M 0.41% -930 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 15,379 $10.3M 0.18% +1,524 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 15,578 $10.3M 1.05% +228 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15,526 $10.2M 0.68% +890 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 15,514 $10.2M 4.17% -812 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 15,500 $10.2M 3.98% +500 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,492 $10.2M 0.73% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 15,490 $10.2M 1.32% -131 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 15,453 $10.2M 0.72% +3,043 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 15,393 $10.2M 1.43% +797 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 15,386 $10.2M 1.02% +1,977 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 15,370 $10.1M 2.62% -430 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 15,395 $10.1M 1.62% +197 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,351 $10.1M 0.86% +394 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 15,330 $10.1M 1.92% +1,873 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 15,336 $10.1M 1.53% -4,370 13F-HR/A Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 15,307 $10.1M 1.12% -5,045 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 15,304 $10.1M 7.56% -7 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 15,280 $10.1M 0.91% -121 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 15,273 $10.1M 1.37% +778 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,243 $10.1M 0.71% +742 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 15,202 $10M 1.91% -1,309 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 15,200 $10M 0.79% new 13F-HR Timeline Kultura Capital Management LP More: the full row for Kultura Capital Management LP 15,190 $10M 7.27% 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 15,174 $10M 1.15% -111 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,140 $9.99M 0.92% +695 13F-HR Timeline Geremia Financial Services, LLC More: the full row for Geremia Financial Services, LLC 15,096 $9.96M 8.22% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 15,082 $9.96M 1.3% +487 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,069 $9.95M 0.46% -562 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 15,053 $9.94M 2.31% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,034 $9.92M 0.33% +159 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,020 $9.92M 0.52% -452 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 15,016 $9.91M 1.55% +633 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 15,000 $9.9M 3.08% 0 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 14,962 $9.88M 0.83% +1,429 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 14,902 $9.84M 2.25% -2,215 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 14,891 $9.83M 2.52% -651 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,862 $9.81M 0.67% -240 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,785 $9.76M 0.73% +210 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,712 $9.71M 0.11% +258 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,692 $9.7M 3.23% -154 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 14,691 $9.7M 1.18% +126 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 14,678 $9.69M 2.13% +1,307 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 14,660 $9.68M 0.67% +246 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 14,650 $9.67M 1.63% -2,510 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 14,649 $9.67M 3.22% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,630 $9.66M 0.58% -532 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,629 $9.66M 0.43% +738 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,615 $9.65M 1.8% +401 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 14,599 $9.64M 1.35% new 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,597 $9.64M 1.03% +240 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 14,565 $9.61M 2.55% -15 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 14,563 $9.61M 2.41% -1,011 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 14,507 $9.58M 4.41% +9,537 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 14,460 $9.54M 1.93% -32,156 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 14,419 $9.52M 2.41% +1,095 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 14,409 $9.51M 1.01% -155 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 14,375 $9.49M 1.88% -408 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 14,268 $9.45M 2.53% +213 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 15,224 $9.45M 2.95% -359 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 14,316 $9.45M 0.52% +365 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,314 $9.45M 1.16% +210 13F-HR Timeline Two Seas Capital LP in group Two Seas Capital LP More: the full row for Two Seas Capital LP 14,272 $9.42M 0.55% -10,000 13F-HR Timeline Group EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 14,250 $9.41M 0.04% 0 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 14,250 $9.41M 4.5% +1,467 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 14,205 $9.38M 7.11% -840 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 14,200 $9.37M 1.27% +9,939 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 14,187 $9.36M 1.43% +951 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,167 $9.35M 1.6% -6 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 14,303 $9.34M 1.21% +6,069 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 14,115 $9.32M 2.24% +469 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 14,105 $9.31M 0.11% +184 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 14,095 $9.3M 2.48% +2,208 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,084 $9.3M 1.59% +548 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 14,082 $9.3M 0.35% +19 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 14,045 $9.27M 6.47% +3,266 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,031 $9.26M 0.17% -21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,023 $9.26M 0.19% -598 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 13,909 $9.18M 1% +852 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 13,876 $9.16M 0.94% +646 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 13,859 $9.15M 1.44% +268 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 13,858 $9.15M 7.27% -572 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 13,856 $9.15M 1.29% +66 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 13,847 $9.14M 2.2% -4,572 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 13,840 $9.14M 4.42% +166 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,805 $9.11M 2.11% -5 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 13,800 $9.11M 1.37% +1,000 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 13,793 $9.1M 0.09% -34,817 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13,786 $9.1M 0.95% -315 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,767 $9.09M 0.29% +3,996 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 13,733 $9.06M 1.53% -270 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 13,718 $9.06M 3.81% +99 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 13,717 $9.05M 1.3% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,716 $9.05M 0.91% +189 13F-HR Timeline CADIAN CAPITAL MANAGEMENT, LP More: the full row for CADIAN CAPITAL MANAGEMENT, LP 13,700 $9.04M 0.65% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 13,695 $9.04M 2.08% +22 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 13,693 $9.04M 1.45% +829 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 13,691 $9.04M 0.62% -5 13F-HR Timeline 111 Capital More: the full row for 111 Capital 13,653 $9.01M 1.97% +2,253 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 13,643 $9.01M 1.43% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,634 $9M 1.2% +431 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 13,629 $9M 6.81% +3,197 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,767 $8.99M 1.14% +440 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 13,616 $8.99M 3.2% +525 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,574 $8.96M 1.07% +1,358 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,484 $8.9M 0.71% +657 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13,484 $8.9M 2.5% +43 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,466 $8.89M 0.52% -24 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13,446 $8.88M 0.85% +338 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 13,428 $8.86M 2.07% +819 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 13,423 $8.86M 0.89% -74 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 13,416 $8.86M 0.4% +3,259 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 13,396 $8.84M 2.64% -410 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 13,361 $8.82M 1.69% -42 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,355 $8.82M 0.5% +788 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,329 $8.8M 1.51% -334 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 13,312 $8.79M 0.59% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 13,281 $8.77M 0.79% +2,348 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 13,209 $8.72M 1.69% +8,804 13F-HR Timeline MORGENS WATERFALL VINTIADIS & CO INC More: the full row for MORGENS WATERFALL VINTIADIS & CO INC 13,200 $8.71M 6.38% 0 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 13,200 $8.71M 2.36% +1,000 13F-HR Timeline Group 11 Capital Partners LP More: the full row for 11 Capital Partners LP 13,160 $8.69M 2.58% -10,419 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,160 $8.69M 1.01% +3,850 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 13,154 $8.68M 5.84% +15 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 13,114 $8.66M 1.2% -224 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 13,089 $8.64M 1.48% +1,747 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 13,078 $8.63M 0.74% +1,247 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 13,059 $8.62M 6.43% -1,740 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 13,051 $8.62M 2.31% -117 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,037 $8.61M 0.64% +910 13F-HR Timeline Zullo Investment Group, Inc. 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